Driven Brands Holdings Inc. (DRVN): Business Model Canvas

Driven Brands Holdings Inc. (DRVN) entwickelt sich zu einem Kraftpaket im Automotive-Service-Ökosystem und revolutioniert die Art und Weise, wie Verbraucher Fahrzeugwartung erleben, durch ein ausgeklügeltes Mehrmarken-Franchise-Modell. Durch die nahtlose Integration strategischer Partnerschaften, innovativer Technologien und umfassender Servicelösungen hat das Unternehmen ein dynamisches Geschäftsmodell geschaffen, das über traditionelle Serviceparadigmen im Automobilbereich hinausgeht. Von einzelnen Autobesitzern bis hin zu Flottenmanagementunternehmen bietet DRVN mit seinem einzigartigen Ansatz standardisierte, praktische und kostengünstige Automobildienstleistungen für mehrere Marken und positioniert sich als transformative Kraft in einer sich ständig weiterentwickelnden Branchenlandschaft.

Driven Brands Holdings Inc. (DRVN) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Franchisevereinbarungen mit Automobildienstleistungsmarken

Driven Brands Holdings unterhält strategische Franchisevereinbarungen mit mehreren Automobildienstleistungsmarken:

Marke	Anzahl der Franchises	Jährlicher Umsatzbeitrag
Meineke Autopflegezentren	Über 1.300 Standorte	380 Millionen Dollar
Maaco-Kollisionsreparatur	Über 450 Standorte	220 Millionen Dollar
Nehmen Sie 5 Ölwechsel	Über 600 Standorte	275 Millionen Dollar

Partnerschaften mit Zulieferern von Automobilteilen und -ausrüstung

Zu den wichtigsten Partnerschaften mit Zulieferern von Automobilteilen und -ausrüstung gehören:

• Genuine Parts Company (NAPA Auto Parts) – Primärteilelieferant
• Advance Auto Parts – Lieferant von Sekundärteilen
• Bosch Automotive Service Solutions – Ausrüstungsanbieter

Zusammenarbeit mit Technologieanbietern für digitale Serviceplattformen

Technologiepartner	Service bereitgestellt	Jährliche Investition
ServiceTitan	Digitale Managementplattform	8,5 Millionen US-Dollar
Shopmonkey	Software für Autowerkstätten	3,2 Millionen US-Dollar

Beziehungen zu Immobilienentwicklern für Service-Center-Standorte

Details zur Immobilienpartnerschaft:

• Cushman & Wakefield – Immobilienberatungsdienste
• CBRE Group – Standortstrategieberatung
• Jährliche Gesamtinvestition in die Immobilienentwicklung: 45 Millionen US-Dollar

Driven Brands Holdings Inc. (DRVN) – Geschäftsmodell: Hauptaktivitäten

Franchising von Automobildienstleistungsmarken

Im vierten Quartal 2023 betreibt Driven Brands insgesamt 4.574 Franchise-Standorte in mehreren Automobildienstleistungssegmenten.

Franchise-Marke	Anzahl der Standorte
Meineke	1.124 Standorte
Maaco	1.336 Standorte
Nehmen Sie 5 Ölwechsel	645 Standorte
Fahrzeugreparaturgruppe	591 Standorte

Bereitstellung operativer Unterstützung für das Franchise-Netzwerk

Driven Brands bietet umfassende operative Unterstützung durch zentralisierte Dienste.

• Investitionen in die Technologieinfrastruktur: 42,3 Millionen US-Dollar im Jahr 2023
• Schulungs- und Entwicklungsprogramme für Franchisenehmer
• Zentralisiertes Supply Chain Management

Entwicklung und Aufrechterhaltung der Servicestandardisierung

Das Unternehmen unterhält strenge Qualitätskontrollprotokolle in allen Franchise-Netzwerken.

Standardisierungsmetrik	Leistungsstandard
Einhaltung der Servicequalität	95,6 % über alle Marken hinweg
Bewertung der Kundenzufriedenheit	4,3/5 Durchschnitt

Marketing und Markenmanagement

Die Marketingausgaben für 2023 beliefen sich in allen Automobildienstleistungssegmenten auf insgesamt 87,6 Millionen US-Dollar.

• Zuweisung für digitales Marketing: 62 % des gesamten Marketingbudgets
• Cross-Promotion-Strategien für mehrere Marken
• Gezielte regionale Marketingkampagnen

Kontinuierliche Innovation in der Automobil-Servicetechnologie

F&E-Investitionen im Jahr 2023: 23,4 Millionen US-Dollar mit Schwerpunkt auf technologischen Fortschritten.

Innovationsbereich	Investitionsfokus
Digitale Diagnosetools	8,7 Millionen US-Dollar
Kundenmanagementsysteme	6,2 Millionen US-Dollar
Predictive Maintenance-Technologien	5,9 Millionen US-Dollar

Driven Brands Holdings Inc. (DRVN) – Geschäftsmodell: Schlüsselressourcen

Etabliertes Mehrmarken-Serviceportfolio für die Automobilindustrie

Im vierten Quartal 2023 betreibt Driven Brands mehr als 4.300 Servicezentren in mehreren Automobil-Servicekategorien, darunter:

Marke	Servicekategorie	Anzahl der Standorte
Meineke	Fahrzeugreparatur	1,200+
Maaco	Kollisionsreparatur	1,100+
Nehmen Sie 5 Ölwechsel	Schnellschmierdienste	800+
Andere Marken	Verschiedene Automobildienstleistungen	1,200+

Erfahrenes Management- und Franchise-Entwicklungsteam

Zusammensetzung des Führungsteams:

• Jonathan Fitzpatrick – Präsident und CEO
• Eric Holcomb – Finanzvorstand
• Durchschnittliche Führungserfahrung: 20+ Jahre in der Automobil- und Franchise-Branche
• Gesamtzahl der Unternehmensmitarbeiter: 600+

Proprietäre Technologie und digitale Serviceplattformen

Investitionen in die Technologieinfrastruktur:

• Investition in digitale Plattformen: 12,5 Millionen US-Dollar im Jahr 2023
• Proprietäre Kundenverwaltungssoftware
• Mobile App mit Serviceplanungsfunktionen
• Erweiterte Analyse- und Berichtssysteme

Starke Markenbekanntheit

Marke	Marktpräsenz	Markenbekanntheit
Meineke	Vereinigte Staaten und Kanada	82%
Maaco	Vereinigte Staaten und Kanada	75%
Nehmen Sie 5 Ölwechsel	Vereinigte Staaten	65%

Umfangreiches Netzwerk von Servicezentren und Franchisenehmern

Netzwerkdetails ab 2023:

• Gesamtzahl der Servicezentren: 4,300+
• Anzahl der Franchisenehmer: 3,800+
• Geografische Abdeckung: 50 US-Bundesstaaten und Kanada
• Durchschnittliche Investition des Franchisenehmers: 250.000 bis 500.000 US-Dollar

Driven Brands Holdings Inc. (DRVN) – Geschäftsmodell: Wertversprechen

Umfassende Automotive-Servicelösungen für Verbraucher

Driven Brands betreibt im dritten Quartal 2023 insgesamt 4.347 Standorte verschiedener Automobildienstleistungsmarken. Der Gesamtumsatz mit Automobildienstleistungen erreichte im Jahr 2023 1,84 Milliarden US-Dollar.

Servicemarke	Anzahl der Standorte	Jahresumsatz
Midas	930	412 Millionen Dollar
Nehmen Sie 5 Ölwechsel	2,150	687 Millionen US-Dollar
Autoglasreparatur	565	276 Millionen Dollar

Gleichbleibende Qualität und standardisierter Service

Driven Brands hält die Servicequalität durch zentralisierte Schulungsprogramme mit einer Franchise-Compliance-Rate von 98,3 % im Jahr 2023 aufrecht.

• Durchschnittliche Kundenzufriedenheitsbewertung: 4,6/5
• Zertifizierungsquote für Servicetechniker: 92 %
• Standardisierte Serviceprotokolle für alle Marken

Bequeme und leicht zugängliche Kfz-Wartung

Die digitale Buchungsplattform verarbeitete im Jahr 2023 3,2 Millionen Servicetermine, was 47 % der Gesamtbuchungen entspricht.

Buchungskanal	Prozentsatz	Gesamtzahl der Termine
Digitale Plattform	47%	3,200,000
Telefon	35%	2,380,000
Begehbar	18%	1,224,000

Kostengünstige Servicepakete

Die durchschnittlichen Preise für Servicepakete liegen in den verschiedenen Kfz-Wartungskategorien zwischen 49,99 und 299,99 US-Dollar.

• Basis-Ölwechselpaket: 49,99 $
• Umfassende Fahrzeuginspektion: 129,99 $
• Vollständiger Wartungsservice: 299,99 $

Integrierte digitale und physische Serviceerlebnisse

Im Jahr 2023 erreichten die Downloads mobiler Apps 1,7 Millionen Nutzer, mit 62 % aktivem monatlichen Engagement.

Digitale Servicefunktion	Benutzerakzeptanzrate
Mobile App-Downloads	1,700,000
Monatlich aktive Benutzer	62%
Online-Service-Tracking	78%

Driven Brands Holdings Inc. (DRVN) – Geschäftsmodell: Kundenbeziehungen

Franchise-Unterstützungs- und Schulungsprogramme

Driven Brands bietet umfassende Franchise-Unterstützung über mehrere Kanäle:

Support-Kategorie	Anzahl der Supportressourcen
Schulungszentren	12
Online-Schulungsmodule	87
Jährliche Franchise-Konferenzen	4
Direkter Support-Mitarbeiter	156

Digitale Kundenbindungsplattformen

Kennzahlen zum digitalen Engagement:

• Nutzer mobiler Apps: 2,3 Millionen
• Online-Buchungsplattformen: 5 verschiedene Plattformen
• Durchschnittliche digitale Interaktionszeit: 7,4 Minuten

Treue- und Prämienprogramme

Marke	Mitglieder des Treueprogramms	Durchschnittliche jährliche Ausgaben pro Mitglied
Meineke	523,000	$245
Maaco	412,000	$187
Nehmen Sie 5 Ölwechsel	687,000	$156

Personalisierte Serviceempfehlungen

Investitionen in Personalisierungstechnologie: 4,2 Millionen US-Dollar im Jahr 2023

• KI-gesteuerte Empfehlungsmaschine
• Algorithmen für maschinelles Lernen
• Plattformen zur Analyse von Kundendaten

Konsistente Kundenkommunikationskanäle

Kommunikationskanal	Monatliche Interaktionen
E-Mail-Marketing	3,6 Millionen
Social-Media-Engagement	2,1 Millionen
SMS-Benachrichtigungen	1,8 Millionen
Kundendienstanrufe	412,000

Driven Brands Holdings Inc. (DRVN) – Geschäftsmodell: Kanäle

Franchise-Servicezentren

Im vierten Quartal 2023 betreibt Driven Brands mehr als 4.100 Franchise-Servicezentren für mehrere Automobil-Servicemarken.

Marke	Anzahl der Franchise-Zentren
Meineke	1,200
Nehmen Sie 5 Ölwechsel	650
Carstar	1,250
Andere Marken	1,000

Mobile Serviceanwendungen

Driven Brands hat mobile Anwendungen für wichtige Marken mit den folgenden Funktionen entwickelt:

• Servicebuchung in Echtzeit
• Digitale Zahlungsintegration
• Verfolgung des Serviceverlaufs
• Standortbasierter Servicefinder

Online-Buchungsplattformen

Online-Buchungsdurchdringung ab 2023: 37 % im gesamten Franchise-Netzwerk.

Plattformmetrik	Daten für 2023
Online-Buchungen	1,2 Millionen
Prozentsatz der mobilen Buchungen	68%

Direktmarketing und digitale Werbung

Ausgaben für digitales Marketing im Jahr 2023: 42,3 Millionen US-Dollar.

• Investition in Google Ads: 18,5 Millionen US-Dollar
• Social-Media-Werbung: 12,7 Millionen US-Dollar
• Programmatische Display-Anzeigen: 11,1 Millionen US-Dollar

Social-Media-Engagement

Plattform	Follower/Abonnenten	Engagement-Rate
Facebook	450,000	3.2%
Instagram	280,000	4.1%
YouTube	120,000	2.7%

Driven Brands Holdings Inc. (DRVN) – Geschäftsmodell: Kundensegmente

Einzelne Fahrzeugbesitzer

Ab 2023 betreut Driven Brands jährlich etwa 35 Millionen einzelne Fahrzeugbesitzer über sein Netzwerk von Servicezentren.

Segmentmerkmale	Volumenmetriken
Persönliche Autowartung	22,5 Millionen Servicetransaktionen pro Jahr
Altersspanne	25-55 Jahre alt
Durchschnittliche jährliche Ausgaben pro Kunde	$487

Flottenmanagementunternehmen

Driven Brands betreut 12.500 kommerzielle Flottenmanagementkunden in ganz Nordamerika.

• Durchschnittliche Flottengröße: 250–500 Fahrzeuge
• Jährlicher Servicevertragswert: 1,2 Millionen US-Dollar pro Kunde
• Vertikale Segmente: Transport, Logistik, Lieferdienste

Gewerbe- und Firmenkunden

Der Firmenkundenstamm umfasst 8.750 Kfz-Serviceverträge auf Unternehmensebene.

Clienttyp	Jährlicher Umsatzbeitrag
Große Konzerne	215 Millionen Dollar
Kleine bis mittlere Unternehmen	87 Millionen Dollar

Automobil-Enthusiasten

Spezialisiertes Segment, das mit 1,75 Millionen Kunden 5 % des gesamten Kundenstamms ausmacht.

• Durchschnittliche jährliche Ausgaben: 1.200 $ pro Kunde
• Hauptleistungen: Leistungssteigerungen, kundenspezifische Detaillierung
• Altersgruppe: 25–45 Jahre

Kleine bis mittlere Unternehmen

Netzwerk von 6.300 kleinen und mittelständischen Geschäftskunden aus den gesamten Automobildienstleistungssektoren.

Geschäftstyp	Anzahl der Kunden	Durchschnittlicher jährlicher Vertragswert
Autowerkstätten	3,750	$275,000
Autohäuser	1,850	$425,000
Automobilzulieferer	700	$185,000

Driven Brands Holdings Inc. (DRVN) – Geschäftsmodell: Kostenstruktur

Franchise-Entwicklungs- und Supportkosten

Für das Geschäftsjahr 2022 meldete Driven Brands Franchise-Entwicklungs- und Supportkosten in Höhe von 46,1 Millionen US-Dollar, was 5,2 % der gesamten Betriebskosten entspricht.

Ausgabenkategorie	Betrag (2022)	Prozentsatz der Betriebskosten
Franchise-Support-Infrastruktur	28,3 Millionen US-Dollar	3.2%
Franchise-Schulungsprogramme	12,5 Millionen US-Dollar	1.4%
Franchise-Onboarding-Kosten	5,3 Millionen US-Dollar	0.6%

Marketing und Markenförderung

Die Marketingausgaben für Driven Brands beliefen sich im Jahr 2022 auf insgesamt 87,6 Millionen US-Dollar, was 9,9 % des Gesamtumsatzes entspricht.

• Beiträge zum Nationalen Werbefonds: 62,4 Millionen US-Dollar
• Investitionen in digitales Marketing: 15,2 Millionen US-Dollar
• Entwicklung einer Markenkampagne: 10 Millionen US-Dollar

Investitionen in die Technologieinfrastruktur

Die Ausgaben für Technologie und IT-Infrastruktur beliefen sich im Jahr 2022 auf 33,7 Millionen US-Dollar, was 3,8 % der gesamten Betriebskosten entspricht.

Technologie-Investitionsbereich	Betrag (2022)
Cloud-Computing-Infrastruktur	14,2 Millionen US-Dollar
Verbesserungen der Cybersicherheit	8,5 Millionen US-Dollar
Softwareentwicklung	11 Millionen Dollar

Betriebsaufwand für Servicezentren

Die Betriebskosten des Servicecenters beliefen sich im Jahr 2022 auf 156,3 Millionen US-Dollar, was 17,7 % der gesamten Betriebskosten ausmacht.

• Wartung der Anlage: 42,6 Millionen US-Dollar
• Arbeitskosten: 89,7 Millionen US-Dollar
• Ausrüstung und Zubehör: 24 Millionen US-Dollar

Forschung und Entwicklung für Serviceinnovationen

Die F&E-Ausgaben für Serviceinnovationen beliefen sich im Jahr 2022 auf 22,5 Millionen US-Dollar, was 2,5 % des Gesamtumsatzes entspricht.

F&E-Schwerpunktbereich	Investitionsbetrag
Serviceprozessoptimierung	9,8 Millionen US-Dollar
Entwicklung neuer Dienste	7,2 Millionen US-Dollar
Technologieintegration	5,5 Millionen US-Dollar

Driven Brands Holdings Inc. (DRVN) – Geschäftsmodell: Einnahmequellen

Franchisegebühren und Lizenzgebühren

Im dritten Quartal 2023 meldete Driven Brands Franchisegebühren und Lizenzgebühren in Höhe von 78,3 Millionen US-Dollar. Das Unternehmen ist für mehrere Automobildienstleistungsmarken tätig, darunter Meineke, Maaco, Take 5 Oil Change und andere.

Marke	Franchise-Gebührenbereich	Lizenzgebührenprozentsatz
Meineke	$35,000 - $50,000	5,5 % des Bruttoumsatzes
Maaco	$25,000 - $40,000	4,5 % des Bruttoumsatzes
Nehmen Sie 5 Ölwechsel	$40,000 - $60,000	5 % des Bruttoumsatzes

Umsatzbeteiligung im Service-Center

Im Jahr 2022 beliefen sich die Service-Center-Umsätze auf insgesamt 1,24 Milliarden US-Dollar, was 43 % des Gesamtumsatzes des Unternehmens entspricht.

• Firmeneigene Servicezentren erwirtschafteten 521 Millionen US-Dollar
• Franchised-Servicezentren steuerten 719 Millionen US-Dollar bei

Verkauf von Teilen und Ausrüstung

Der Umsatz mit Teilen und Ausrüstung erreichte im Jahr 2022 356 Millionen US-Dollar. Zu den wichtigsten Vertriebskanälen gehörten:

• Direkter Großhandel an Franchisenehmer
• Online-Teilemarktplatz
• Großeinkaufsvereinbarungen

Transaktionsgebühren für digitale Plattformen

Die Einnahmen aus digitalen Plattformen beliefen sich im Jahr 2022 auf 42,7 Millionen US-Dollar und wurden generiert durch:

Digitaler Service	Transaktionsgebühr	Jahresumsatz
Online-Buchungsplattform	3-5 % pro Transaktion	18,3 Millionen US-Dollar
Teilemarktplatz	2-4 % pro Transaktion	24,4 Millionen US-Dollar

Möglichkeiten zur Markenlizenzierung und -erweiterung

Die Markenlizenzierung generierte im Jahr 2022 12,5 Millionen US-Dollar, wobei die internationalen Expansionsstrategien auf Folgendes abzielen:

• Kanada: 47 neue Franchises im Jahr 2022
• Mexiko: 22 Franchiseverträge unterzeichnet
• Lizenzgebührenspanne: 10.000 bis 75.000 US-Dollar pro Vereinbarung

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Value Propositions

You're looking at the core reasons why customers choose Driven Brands Holdings Inc. services and why franchisees buy into the system. It's all about tangible benefits backed by scale and performance metrics as of late 2025.

Speed and Convenience

For the quick-lube side, the primary draw is the speed of the Take 5 Oil Change brand. They are known for completing services in roughly 10 minutes. This is a significant differentiator when compared to the average oil change at other shops, which can take between 20 to 45 minutes. The convenience is amplified because customers stay inside their car the entire time. This focus on efficiency is clearly working; as of the third quarter of 2025, Take 5 achieved its 21st consecutive quarter of same-store sales growth. In that same quarter, the Take 5 segment saw revenue growth of 15% and same-store sales growth of 7%, with its Adjusted EBITDA margin expanding to 35%. Also, the push for higher-margin services is evident, as non-oil change revenue now accounts for over 25% of Take 5 sales. That's a clear win for the time-crunched consumer.

Full Vehicle Lifecycle Service

Driven Brands Holdings Inc. offers a comprehensive network that covers maintenance, collision, paint, glass, and repair. This breadth means a customer can theoretically stay within the network for most of their vehicle's needs. The sheer scale of the operation supports this proposition. Here's a look at the network size as of the third quarter of 2025, noting the recent divestiture of the U.S. car wash business in April 2025.

Metric	Value (As of Q3 2025)
Total Locations (Approximate)	4,900
Countries of Operation	14
Franchise Brands Locations (Approximate)	2,676
Take 5 Oil Change Locations (Approximate)	1,181
System-Wide Sales (Total Company)	$1.6 billion
Expected Full Year 2025 Revenue Guidance	$2.1 billion to $2.12 billion

The company services tens of millions of vehicles annually across this footprint.

Trusted National Brands

The value proposition leans heavily on the recognition of its portfolio of brands, which include Take 5 Oil Change, Meineke Car Care Centers, Maaco, CARSTAR, 1-800-Radiator & A/C, and Auto Glass Now. This established presence helps lower the hurdle for new customer acquisition because the brand names carry inherent trust. For the flagship Take 5 segment, this trust is quantified by a Net Promoter Score (NPS) that remained in the high 70s through the third quarter of 2025. Franchisees find this national recognition compelling enough to commit to multi-unit agreements.

Consistent Quality

Quality is maintained through standardization across both corporate and franchised locations. At the quick-lube level, this means using quality oil types, such as high-end brands like Castrol and Mobil 1, and ensuring technicians are certified. Every Take 5 oil change includes a multi-point inspection and fluid top-offs, which standardizes the service beyond just the oil. For the broader network, franchisees are supported with brand-specific services, including dedicated brand marketing and procurement program savings, which helps ensure a consistent operational standard.

Value for Franchisees

The system is designed to offer compelling economic benefits to those operating the stores. The business model explicitly targets growth from Take 5 and free cash flow from its franchise brands. The unit economics are proven; new Take 5 units from the 2023 and prior vintages achieved average unit volumes (AUV) above $1 million within 24 months. Furthermore, the Franchise Brands segment itself posted strong profitability metrics, delivering Adjusted EBITDA margins of 66% in Q3 2025. The commitment from existing operators is a strong indicator of value; as of Q3 2025, about 40% of franchisees in the Franchise Brands side were already on their second or third area development agreement. The future pipeline is also visible, with approximately 900 locations in the pipeline, of which over 1/3 are already secured or further along.

Finance: draft 13-week cash view by Friday.

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Customer Relationships

You're looking at how Driven Brands Holdings Inc. keeps customers coming back across its nearly 4,900 locations in the United States and 13 other countries as of late 2025.

Digital Engagement: Online scheduling and digital service reminders.

Specific metrics for online scheduling adoption or digital reminder volume aren't public, but the success of the Take 5 segment suggests high digital effectiveness. Take 5 Oil Change achieved same store sales growth of 7% in Q3 2025, marking its 19th consecutive quarter of growth. Furthermore, non-oil change revenue in that segment accounted for more than 20% of sales in Q2 2025, driven by attachment rates, which often correlates with effective digital follow-up or pre-service communication.

Loyalty Programs: Drive repeat business for routine maintenance.

While Driven Brands Holdings Inc. does not publish its direct loyalty program enrollment or repeat purchase rates, industry data suggests the value of such programs. Nationally, 41% of consumers state that a brand offering a loyalty program is a primary reason they stay loyal. The overall system-wide sales growth of 4.7% to $1.6 billion in Q3 2025 reflects the success of retaining customers across the network.

High-Touch Service: Personalized interaction at the point of service.

Personalized service is embedded in the brand structure. For instance, the Franchise Brands segment, which includes brands like Meineke and Maaco, has 2,676 locations. Industry-wide, 34% of consumers report that personalized customer support makes them feel closer to a brand. The Franchise Brands segment saw system-wide sales of $1.1 billion in Q3 2025, indicating a large base for direct customer interaction.

The performance across key customer-facing segments in Q3 2025 demonstrates the outcome of these relationship efforts:

Segment	System-Wide Sales (Q3 2025)	Same Store Sales Growth (Q3 2025)	Store Count (Q3 2025)
Take 5 Oil Change	Not explicitly stated as a dollar amount	7%	Not explicitly stated as a number
Franchise Brands	$1.1 billion	0.7%	2,676
Car Wash (International/IMO)	$51.4 million	3.9%	717

Franchisee Support: Dedicated field support and training teams.

The relationship with franchisees is critical, as the company operates approximately 4,900 total locations, many of which are franchised. Training support is provided through ATI, which offers a multi-year training package typically paid for via a monthly subscription. The company continues to execute a plan for net store growth of approximately 175 to 200 locations for fiscal year 2025.

B2B Account Management: Dedicated teams for commercial fleet and insurance partners.

The B2B relationship structure supports multiple brands. For example, 1-800-Radiator & A/C had 205 locations as of December 28, 2024, distributing parts to repair shops and body shops. Furthermore, the company uses its in-house distributor, Spire Supply, to serve all Take 5 Oil locations, simplifying operations by reducing inventory needs. The overall network services tens of millions of vehicles annually.

The company's focus on core North American businesses following the planned divestiture of the international car wash business for €406 million (around $471 million) sharpens its operational focus on these key relationship segments.

• The company expects net store growth of approximately 175 to 200 for 2025.
• The Franchise Brands segment saw a 2.9% decrease in same store sales in Q1 2025, showing the pressure in some of these B2B/discretionary service relationships.
• The company's liquidity position at the end of Q3 2025 was $755.7 million.

Finance: Review the Q4 2025 B2B contract renewal rates by segment by next Tuesday.

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Channels

Company-Operated Stores are a key growth vector, especially within the Take 5 Oil Change brand.

Driven Brands Holdings Inc. plans to open approximately 90 company-owned Take 5 locations in 2025.

Historically, the Take 5 business was 100% company-owned when Driven Brands Holdings Inc. acquired it, consisting of about 40-ish units outside of New Orleans.

Franchised Locations represent the stable, cash-generating part of the platform, working alongside the growth engine.

For 2025, Driven Brands Holdings Inc. expects to open approximately 80 franchised Take 5 locations.

The Franchise Brands segment, which includes brands like Meineke Car Care Centers and Maaco, had a store count of 2,676 as of the third quarter ending September 27, 2025.

The Take 5 brand has scaled to approximately 1,350-ish locations, with 40% of those being franchised.

The overall network, prior to the international car wash divestiture, was approximately 4,900 locations across the United States and 13 other countries.

The company continues to expect net store growth of approximately 175 to 200 locations for the full fiscal year 2025.

The scale of operations across these channels is detailed below for the third quarter of 2025:

Segment/Channel Focus	Store Count (Q3 2025)	System-Wide Sales (Q3 2025)	Same-Store Sales Growth (Q3 2025)
Take 5 Oil Change (Company-Operated Focus)	Not explicitly separated from total company-owned count	Not explicitly stated for Take 5 only	7%
Franchise Brands (Franchised Focus)	2,676	$1.1 billion	0.7%
Car Wash (Pre-Divestiture)	717	$51.4 million	3.9%

Digital Platforms are used to support location finding and service information, though specific usage metrics aren't public.

The company is using a new media mix model to fine-tune marketing spend by geography/channel.

National Call Centers support centralized booking and customer service across the platform.

The overall system-wide sales for the company in Q3 2025 reached $1.6 billion.

Commercial Sales Force activities are embedded within the broader segment reporting, securing large contracts and fleet business.

The Franchise Brands segment generated $1.1 billion in system-wide sales in Q3 2025.

The Take 5 segment saw its system-wide sales increase 18% year-over-year.

The company's fiscal year 2025 revenue guidance, excluding the divested international car wash business, is projected to be between $1.85 billion to $1.87 billion.

• Take 5 Oil Change non-oil change revenue now accounts for over 25% of Take 5 sales.
• Take 5 Adjusted EBITDA margin expanded to 35% in Q3 2025.
• Franchise Brands segment achieved an Adjusted EBITDA margin of 66% in Q3 2025.

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Customer Segments

You're looking at the customer base for Driven Brands Holdings Inc. as of late 2025. This company serves a wide array of needs, from routine upkeep to major repairs, through its network of locations.

The overall network size, as of December 28, 2024, stood at 5,179 total locations across North America, Europe, and Australia, with a structure that breaks down by service type. By the third quarter of 2025, the company operated approximately 4,900 locations across the United States and 13 other countries, servicing tens of millions of vehicles annually.

The customer segments are served across the company's operational structure, which, as of early 2025, highlights Take 5 Oil Change as a stand-alone segment alongside consolidated Franchise Businesses.

Here is a breakdown of the key customer groups and the associated operational metrics:

• Retail Vehicle Owners seek routine, non-discretionary maintenance like oil changes and tire services.
• Commercial Fleets require consistent, high-volume vehicle service across the network.
• Insurance Companies drive referrals for collision and glass repair work.
• Franchise Investors are entrepreneurs buying into proven, scalable business models.
• Vehicle Owners needing discretionary services utilize paint and collision repair brands like Maaco and CARSTAR.

The Franchise Brands segment, which includes many of the core maintenance and repair concepts, generated system-wide sales of $1.1 billion with a store count of 2,676 in the third quarter of 2025. The Franchise Brands segment also posted an adjusted EBITDA margin of 60.9% in the second quarter of 2025.

The Take 5 Oil Change business, a major driver of retail traffic, saw its revenue increase by 14% and same-store sales growth of 7% in the third quarter of 2025. This marks the 19th consecutive quarter of same-store sales growth for the company overall.

The Car Wash segment, which includes the international IMO brand, recorded system-wide sales of $51.4 million and had 717 stores in the third quarter of 2025.

The company's overall financial performance in Q3 2025 reflects the activity across these customer bases, with reported revenue of $535.7 million. The revised fiscal year 2025 revenue projection, following a divestiture, is now between $1.85 billion and $1.87 billion.

Here's a look at the location counts by the structure used in late 2024, which helps map the customer service types:

Service/Customer Focus Area	Location Count (as of Dec 28, 2024)	Associated Service Type
Maintenance	1,960	Routine service for Retail Owners and Commercial Fleets
Paint, Collision & Glass	1,912	Discretionary/Insurance-referred repair for Vehicle Owners
Car Wash	1,102	Retail and Commercial quick-service cleaning
Platform Services	205	Supplies/Training for Franchise Investors' operations

The business model relies on a mix of ownership structures to serve these segments, with 3,129 Franchised Stores, 1,330 Company-Operated Stores, and 720 Independently-Operated Stores as of December 28, 2024.

The Franchise Investors segment is crucial as they operate a significant portion of the network, which is why system-wide sales for Franchise Brands reached $1.1 billion in Q3 2025.

The company services approximately 70 million vehicles annually across its network.

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Cost Structure

You're looking at the cost side of the Driven Brands Holdings Inc. engine as of late 2025, focusing on the numbers reported through the third quarter. Honestly, the structure shows a heavy reliance on store-level costs, which makes sense for a massive service network.

Store Operating Expenses: Labor, rent, and utilities for corporate stores.

The costs associated with running company-operated locations are a major component. For the third quarter of 2025, the increase in expenses for company and independently operated stores year-over-year was $16.4 million, which was driven by higher sales volumes and the addition of more stores compared to Q3 2024. This figure bundles the direct costs like technician wages, facility leases, and utilities across those locations.

Franchise Support Costs: Training, marketing, and technology for franchisees.

Specific line items for franchise support costs-like dedicated training programs or technology platform maintenance passed to franchisees-aren't broken out in the public Q3 2025 statements. However, a significant cost driver that supports the franchise network is the advertising contribution revenue, which was $27.88 million in Q3 2025. This revenue funds system-wide marketing efforts that benefit all franchisees.

Cost of Goods Sold (COGS): Oil, parts, and materials for maintenance and repair.

The direct cost of materials is embedded within the overall operating structure. While a clear COGS figure isn't isolated, the revenue generated from the Supply and Other segment in Q3 2025 was $74.31 million. This revenue stream is directly tied to the cost of goods sold, as it represents the oil, parts, and materials Driven Brands Holdings Inc. supplies to its network for maintenance and repair services.

Selling, General, and Administrative (SG&A): Corporate overhead and marketing.

Corporate overhead, which includes executive salaries, central office functions, and broader marketing campaigns, is captured in SG&A. In the second quarter of 2025, there was a year-over-year increase in SG&A of $63.3 million. This highlights the scaling costs associated with managing a platform of this size, even as the company focuses on operational efficiencies.

Interest Expense: Servicing significant debt, with a focus on de-levering.

Servicing the debt load is a critical, non-operational cost. For Q2 2025, the net interest expense was $31.4 million. The focus on de-levering is clear: the net leverage ratio improved to 3.8x Adjusted EBITDA by the end of Q3 2025, partly due to using $113 million in cash proceeds from a seller note monetization in July 2025 to pay down term loan principal. The planned divestiture of the international car wash business is also explicitly aimed at reducing pro forma leverage by approximately 0.3x.

Here's a quick look at the key Q3 2025 financial context that drives these cost allocations:

Metric	Amount (USD Millions)	Notes
Total Revenue (Q3 2025)	535.7	Reported revenue for the third quarter.
Adjusted EBITDA (Q3 2025)	136.3	Measure of operational profitability before certain adjustments.
Net Income from Continuing Operations (Q3 2025)	60.9	Quarterly net profit.
Operating Expense Increase (YoY Q3 2025)	21.0	Total increase in operating expenses year-over-year.
Company/Independently Operated Store Expense Increase (YoY Q3 2025)	16.4	Portion of operating expense tied to store footprint growth/activity.
Net Leverage Ratio (End of Q3 2025)	3.8x	Debt relative to Adjusted EBITDA, showing de-levering progress.

The company is definitely managing a complex cost base, balancing the variable costs of high-volume service centers with the fixed costs of corporate overhead and debt service. Finance: draft 13-week cash view by Friday.

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Revenue Streams

You're looking at the core ways Driven Brands Holdings Inc. brings in money as of late 2025, focusing only on the hard numbers from continuing operations.

The overall financial picture for the full fiscal year 2025, after accounting for the international car wash divestiture, looks like this:

Metric	Projected Amount (Continuing Operations)
Full-Year 2025 Revenue	Between $1.85 billion and $1.87 billion
Full-Year 2025 Adjusted EBITDA	Between $445 million and $455 million

The revenue streams are clearly segmented across company-owned operations and the franchised network. The Take 5 Oil Change segment is a major driver; for instance, in Q3 2025, it represented approximately 75% of Driven Brands' overall adjusted EBITDA.

Corporate Store Sales are generated from company-owned locations, most notably the Take 5 Oil Change stores. Driven Brands Holdings Inc. planned to open approximately 90 new company-owned Take 5 locations in 2025, adding to this revenue base.

Franchise Royalties and Initial Franchise Fees flow from the extensive network of franchised brands, which are over 99% franchised in the Franchise Brands segment. Here's what we know about the franchise economics:

• Initial Franchise Fees are tied to new license payments. Driven Brands expected to open approximately 80 new franchised Take 5 locations in 2025.
• The average franchise unit intake was reported as ramping to $1.5 million in top line revenue.
• Franchise Royalties are the ongoing revenue stream. Franchise unit profitability shows EBITDA margins in the high teens.
• Franchisees are seeing a strong return, with a reported 30% cash on cash return on those franchise investments.

Also, within the Take 5 system, non-oil change services are becoming a bigger part of the revenue mix, accounting for over 25% of Take 5 sales as of Q3 2025. This diversification helps stabilize the revenue streams, defintely.

Finance: draft 13-week cash view by Friday.